RVW Wealth, LLC

CIK

1756543

Location

LOS ANGELES, CA

Portfolio Value

Small $126,389,014

Diversification

Diversified

Filing Date

Global Rank

#1,547 / 2,968 ▲ 4107

Top Industry

Consumer Electronics 36.1%

3Y Alpha vs SPY

0.0%

Period ended 30 days ago

Filed Jul 8, 2026 · 22d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.8%

SPY

+67.9%

Annualised alpha

-0.3%

Max drawdown

−24.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.3%

−3.2 pts

Top 5

63.7%

+3.9 pts

Top 10

75.0%

+3.2 pts

HHI

1,302

Diversified−92

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.8%	$54,113,255	14
Consumer Cyclical	17.0%	$21,475,399	5
Unclassified	16.2%	$20,488,883	6
Financial Services	10.1%	$12,734,708	14
Healthcare	5.5%	$6,911,939	7
Industrials	3.3%	$4,186,399	6
Communication Services	3.0%	$3,807,647	5
Consumer Defensive	1.1%	$1,344,056	2
Energy	0.6%	$799,188	2
Utilities	0.4%	$527,540	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+1,000	3,600	$1,359,900
LLY	ELI LILLY & Co	+968	2,160	$2,590,769
SPY	Spdr S&P 500 ETF Trust	+500	1,501	$1,120,901
BRK-B	Berkshire Hathaway Inc	+320	5,485	$2,744,639
MDY	Spdr S&P Midcap 400 ETF Trust	+141	3,770	$2,651,591
GLD	Spdr Gold Trust	+24	879	$323,806
IBIT	iShares Bitcoin Trust ETF	+21	13,862	$461,465
GS	Goldman Sachs Group Inc	+5	1,187	$1,200,496
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
GBFH	GBank Financial Holdings Inc.	−39,831	119,023	$3,607,587
NFLX	Netflix Inc	−3,846	3,944	$281,601
AAPL	Apple Inc.	−3,831	132,157	$38,240,949
RTX	RTX Corp	−2,000	1,109	$210,410
AMZN	Amazon Com Inc	−1,608	11,240	$2,678,941
GEV	GE Vernova Inc.	−1,005	2,332	$2,739,773
INTC	Intel Corp	−995	4,625	$645,788
TSLA	Tesla, Inc.	−944	8,046	$3,384,147
MSFT	Microsoft Corp	−860	4,073	$1,519,310
MCD	Mcdonalds Corp	−100	1,474	$398,436
QQQ	Invesco Qqq Trust, Series 1	−97	21,209	$15,618,307
JPM	Jpmorgan Chase & Co	−73	3,365	$1,101,465
HD	Home Depot, Inc.	−40	677	$238,764
COST	Costco Wholesale Corp /New	−33	1,002	$937,340
MA	Mastercard Inc	−27	1,044	$536,198
NVDA	Nvidia Corp	−24	41,627	$8,329,146
GOOGL	Alphabet Inc.	−15	4,657	$1,664,272
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
HOG	Harley-Davidson, Inc.	604,052	$14,775,111
PANW	Palo Alto Networks Inc	1,003	$342,043
AMAT	Applied Materials Inc /De	464	$335,472
AMD	Advanced Micro Devices Inc	451	$261,990
ADI	Analog Devices Inc	596	$236,713
RVMD	Revolution Medicines, Inc.	1,194	$223,612
AXP	American Express Co	645	$218,171
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
NOC	Northrop Grumman Corp /De/	2,360	$1,610,086
XOM	ExxonMobil Holdings Corp	6,744	$1,144,187
UNH	Unitedhealth Group Inc	1,563	$422,932
MKL	Markel Group Inc.	132	$252,657
SLMT	Brera Holdings PLC	16,000	$12,544
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $126,389,014 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	132,157	-3,831	$38,240,949	+10.8%	30.26%
QQQ	Invesco Qqq Trust, Series 1	Reduced	21,209	-97	$15,618,307	+27.0%	12.36%
HOG	Harley-Davidson, Inc. Consumer Cyclical	NEW	604,052	NEW	$14,775,111	NEW	11.69%
NVDA	Nvidia Corp Technology	Reduced	41,627	-24	$8,329,146	+14.7%	6.59%
GBFH	GBank Financial Holdings Inc. Financial Services	Reduced	119,023	-39,831	$3,607,587	−15.1%	2.85%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,046	-944	$3,384,147	+1.3%	2.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,485	+320	$2,744,639	+10.9%	2.17%
GEV	GE Vernova Inc. Industrials	Reduced	2,332	-1,005	$2,739,773	−5.9%	2.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,240	-1,608	$2,678,941	+0.1%	2.12%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	3,770	+141	$2,651,591	+18.5%	2.10%
LLY	ELI LILLY & Co Healthcare	Added	2,160	+968	$2,590,769	+136.3%	2.05%
ABBV	AbbVie Inc. Healthcare	Held	6,728	0	$1,693,033	+15.7%	1.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,657	-15	$1,664,272	+23.9%	1.32%
MSFT	Microsoft Corp Technology	Reduced	4,073	-860	$1,519,310	−16.8%	1.20%
AVGO	Broadcom Inc. Technology	Added	3,600	+1,000	$1,359,900	+69.0%	1.08%
GS	Goldman Sachs Group Inc Financial Services	Added	1,187	+5	$1,200,496	+20.1%	0.95%
INTU	Intuit Inc. Technology	Held	4,591	0	$1,198,251	−39.6%	0.95%
SYK	Stryker Corp Healthcare	Held	3,575	0	$1,125,553	−4.2%	0.89%
SPY	Spdr S&P 500 ETF Trust	Added	1,501	+500	$1,120,901	+72.2%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,365	-73	$1,101,465	+8.9%	0.87%
DIS	Walt Disney Co Communication Services	Held	10,059	0	$968,178	−0.1%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,002	-33	$937,340	−9.1%	0.74%
JNJ	Johnson & Johnson Healthcare	Held	3,567	0	$905,910	+3.9%	0.72%
V	Visa Inc. Financial Services	Held	2,188	0	$750,680	+13.5%	0.59%
META	Meta Platforms, Inc. Communication Services	Held	1,157	0	$651,726	−1.5%	0.52%
INTC	Intel Corp Technology	Reduced	4,625	-995	$645,788	+160.4%	0.51%
LRCX	Lam Research Corp Technology	Held	1,340	0	$580,662	+102.8%	0.46%
CVX	Chevron Corp Energy	Held	3,467	0	$574,689	−19.9%	0.45%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	70,922	0	$558,865	+4.5%	0.44%
MA	Mastercard Inc Financial Services	Reduced	1,044	-27	$536,198	+0.2%	0.42%
D	Dominion Energy, Inc Utilities	Held	7,725	0	$527,540	+10.5%	0.42%
ASML	Asml Holding NV Technology	Held	260	0	$517,254	+50.6%	0.41%
JGH	Nuveen Global High Income Fund Financial Services	Held	39,379	0	$501,294	+4.2%	0.40%
IBIT	iShares Bitcoin Trust ETF	Added	13,862	+21	$461,465	−13.2%	0.37%
GE	General Electric Co Industrials	Held	1,225	0	$457,819	+31.7%	0.36%
WMT	Walmart Inc. Consumer Defensive	Held	3,591	0	$406,716	−8.9%	0.32%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,474	-100	$398,436	−18.6%	0.32%
IBM	International Business Machines Corp Technology	Held	1,218	0	$342,513	+16.0%	0.27%
PANW	Palo Alto Networks Inc Technology	NEW	1,003	NEW	$342,043	NEW	0.27%
AXON	Axon Enterprise, Inc. Industrials	Held	600	0	$336,366	+32.0%	0.27%
AMAT	Applied Materials Inc /De Technology	NEW	464	NEW	$335,472	NEW	0.27%
FPF	First Trust Intermediate Duration Preferred & Income Fund Financial Services	Held	17,849	0	$324,316	+3.1%	0.26%
GLD	Spdr Gold Trust	Added	879	+24	$323,806	−12.0%	0.26%
GBTC	Grayscale Bitcoin Trust ETF	Held	6,872	0	$312,813	−13.7%	0.25%
JFR	Nuveen Floating Rate Income Fund Financial Services	Held	40,349	0	$309,476	+2.0%	0.24%
COF	Capital One Financial Corp Financial Services	Held	1,531	0	$307,149	+10.0%	0.24%
HYI	Western Asset High Yield Opportunity Fund Inc. Financial Services	Held	27,623	0	$293,632	−0.5%	0.23%
NFLX	Netflix Inc Communication Services	Reduced	3,944	-3,846	$281,601	−62.4%	0.22%
MS	Morgan Stanley Financial Services	Held	1,343	0	$280,740	+27.0%	0.22%
AMD	Advanced Micro Devices Inc Technology	NEW	451	NEW	$261,990	NEW	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.